Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCKBX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS B) | NA | 6.95% | 1.48% | 1.00% | 2.09% | 3.86% | NA | … | … |
Data as of 02/20/2025, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCKBX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS B) | 04/08/2005 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 6.95 | 1.48 | 1.00 | 2.09 | 3.86 | NA | … | … | 2.07 | 5.15 | 8.44 | -15.10 | 1.77 | 6.62 | 13.54 | -8.00 | 8.40 | 6.16 | -2.90 | -1.79 | 15.57 | 11.96 | 1.47 | 9.68 | 19.82 | -18.41 | 6.39 | 7.93 | 3.81 |
| Sharpe Ratio | NA | 0.56 | -0.21 | -0.09 | 0.10 | NA | NA | … | … | 2.10 | 0.25 | 0.76 | -1.45 | 0.24 | 0.45 | 2.61 | -1.38 | 2.39 | 0.92 | -0.50 | -0.27 | 2.28 | 2.09 | 0.13 | 1.29 | 1.99 | -1.26 | 0.54 | 0.97 | 0.61 |
| Standard Deviation(%) | NA | 6.12 | 8.29 | 9.67 | 7.89 | NA | NA | … | … | 6.30 | 6.11 | 6.38 | 11.47 | 7.35 | 14.12 | 4.62 | 6.84 | 3.26 | 6.48 | 5.92 | 6.69 | 6.82 | 5.74 | 10.70 | 7.42 | 9.91 | 15.38 | 6.00 | 4.68 | 4.60 |
| Draw Down(%) | NA | 5.10 | 14.58 | 22.68 | 22.68 | NA | NA | … | … | 1.46 | 4.28 | 7.59 | 18.27 | 5.47 | 19.26 | 2.58 | 12.32 | 1.22 | 6.34 | 7.59 | 6.29 | 4.10 | 4.91 | 9.93 | 6.18 | 10.87 | 25.65 | 4.03 | 3.50 | 3.17 |
| Yield(%) | 0.00 | 2.77 | 1.32 | 1.59 | 2.23 | 3.20 | 3.17 | … | … | 0.00 | 2.80 | 0.62 | 0.70 | 2.52 | 1.53 | 2.53 | 4.28 | 3.71 | 1.40 | 2.92 | 4.98 | 5.74 | 3.52 | 2.74 | 2.06 | 2.18 | 3.21 | 4.27 | 4.11 | 0.94 |
Data as of 02/20/2025, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKBX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS B) |
-4.81%
Feb 2006 – Feb 2009 |
-0.99%
Sep 2017 – Sep 2022 |
1.04%
Oct 2013 – Oct 2023 |
2.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKBX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS B) |
14.55%
Feb 2009 – Feb 2012 |
12.22%
Feb 2009 – Feb 2014 |
7.04%
Feb 2009 – Feb 2019 |
5.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart